Working with Documents Using SharePoint Integrator

This topic describes general concepts of working with the document list in Mainsoft SharePoint Integrator.

The following topics describe other common use cases of working with documents:

Many standard operations can be performed on SharePoint folders and documents directly from the sidebar’s document list. Some operations can be performed on multiple selected documents simultaneously. To select multiple documents, press the Ctrl key while selecting.

The following operations are also available from the View > SharePoint and Edit > SharePoint application menus. When working with the standalone application, the commands are located directly under the View and Edit application menus.

Sort

The list of SharePoint items in the current location can be sorted by any visible column, by clicking a column header in Mainsoft SharePoint Integrator. Clicking an already sorted column reverses the sorting order.

You can also sort the SharePoint items by selecting Sort By from the document list's context menu, when no item is selected.

Delete a folder or document

You can delete a SharePoint document from the Delete item in the toolbar.

Click the Delete button on the toolbar to delete a document or folder from SharePoint. If you delete a folder all content inside the folder will be removed. Deleted items are moved to the SharePoint site's Recycle Bin, where they are saved for 30 days. You can restore deleted items from the Recycle Bin, which is available from SharePoint's Web interface.

You can also delete items by using the document context menu item Delete or the keyboard shortcut Delete. Sites and document libraries cannot be deleted from Mainsoft SharePoint Integrator.

Refresh the document list

You can refresh the document list from the Refresh item in the toolbar.

Click the Refresh button to reload the document list, and to view changes made to the SharePoint location and its server settings. You can also refresh the document list by using the keyboard shortcuts F5 or F9.

Open in browser

You can open a SharePoint site, document library in the web browser from the document list's context menu.

Right-click a subsite, document library, or folder, and select Open in Browser to open the SharePoint item in a Web browser. The Lotus Notes setting File > Preferences… > Web Browser determines if the page opens in Notes' embedded Web browser or in the default browser set in Windows.

The Open in Browser operation is also available in from the context menu of the breadcrumbs, located in the status pane below the document list. Right-clicking on the right-most element in the breadcrumbs is the easiest way of opening the current location in the browser.

Clipboard operations

You can use standard clipboard operations to move and copy documents between locations on SharePoint, Lotus Notes and your computer.

You can use standard clipboard operations (Cut, Copy, and Paste) to move and copy documents between different locations on SharePoint, Lotus Notes, and your computer. These operations are available from the sidebar's document context menu.

The Copy command menu allows you to:

  • Copy the Document itself.
  • Copy a Link to the document. This places the document name with a hyperlink to its location as text on the Clipboard.
  • Copy the Address of the document. This places the URL of the document as text on the Clipboard. The Copy Address command is also available for subsites, libraries, and folders, and in the breadcrumbs context menu in the sidebar status bar.

    The breadcrumbs context menu lets you copy the address of the current and parent locations.

Notes:

  • The Cut command currently only works when pasting the documents inside the SharePoint sidebar panel. When pasting to locations outside the sidebar, the command behaves as the Copy command.
  • The Ctrl+C keyboard shortcut works similar to dragging-and-dropping files from the sidebar. By default, a document link is copied when you select Ctrl+C. To change the default action when copying SharePoint documents using Ctrl+C, open Preferences > SharePoint, and select the check box Drag files instead of document links to Lotus Notes applications. The document’s meta-information, such as document properties, workflows, approval status, and content type, is lost when using the Copy command. For more information, read Attaching and downloading documents.
  • The Copy sub-menu is only available in Mainsoft SharePoint Integrator 2.5 beta.